Workflow in Microsoft Dynamics CRM 4.0 is now based on Windows Workflow Foundation, the same workflow engine used by Microsoft Office and Microsoft SharePoint.  Workflow is also accessed directly from within the CRM client, and rules can be addressed across applications.  For example, a workflow rule may fire based on a change made in another application.

Users can create their own Workflow by using the Workflow wizard, and those with appropriate security roles, can publish rules to the community or to specific individuals or teams.



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Workflow Progress can be tracked from within an entity, and “stages” are no longer limited to Sales Processes.  For example, you can apply a stage for an account such as “Welcoming Stage”.